Susquehanna Portfolio Strategies, LLC
Bala Cynwyd PA · SEC CIK 0001996449
$67.27亿2026Q1 申报市值
959持仓数
10.9%前十大占比 · 第一大 1.4%
111 / 132新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MDT 新建仓+$6,063.72万
TTE 新建仓+$5,777.69万
SHW 新建仓+$5,647.51万
A 新建仓+$4,108.96万
VEEV 新建仓+$4,020.82万
2026Q1 卖出最多 按季末市值估算
DIS 清仓-$4,440.57万
KR 减仓-$3,804.55万
SYK 清仓-$3,749.03万
MCD 减仓-$3,299.22万
QCOM 清仓-$3,267.57万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -390,311 | -100.0% | -$4,440.57万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -106,667 | -100.0% | -$3,749.03万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -191,030 | -100.0% | -$3,267.57万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -277,108 | -100.0% | -$2,814.31万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -236,731 | -100.0% | -$2,535.15万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -260,976 | -100.0% | -$1,645.19万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -72,700 | -100.0% | -$1,292.24万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -34,631 | -100.0% | -$1,175.20万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -601,551 | -100.0% | -$1,165.20万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -197,400 | -100.0% | -$1,085.90万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -286,693 | -100.0% | -$1,016.33万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -272,900 | -100.0% | -$990.08万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -128,560 | -100.0% | -$956.87万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -131,104 | -100.0% | -$945.65万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -134,925 | -100.0% | -$933.14万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -31,950 | -100.0% | -$908.15万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -113,988 | -100.0% | -$907.00万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -80,931 | -100.0% | -$859.00万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -114,355 | -100.0% | -$835.59万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -130,442 | -100.0% | -$723.17万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -71,132 | -100.0% | -$613.51万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -131,986 | -100.0% | -$502.47万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -167,048 | -100.0% | -$452.53万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -260,080 | -100.0% | -$418.21万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -124,228 | -100.0% | -$403.37万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -18,621 | -100.0% | -$399.94万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -20,643 | -100.0% | -$359.62万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -111,689 | -100.0% | -$356.73万 | 清仓 |
| ATRC | ATRICURE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -253,376 | -100.0% | -$329.64万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -34,416 | -100.0% | -$328.09万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -528,311 | -100.0% | -$325.44万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -4,610 | -100.0% | -$305.38万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -18,677 | -100.0% | -$299.93万 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | -33,400 | -100.0% | -$288.28万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -45,242 | -100.0% | -$279.60万 | 清仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | -58,553 | -100.0% | -$261.67万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -16,488 | -100.0% | -$254.15万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -9,256 | -100.0% | -$245.20万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -7,882 | -100.0% | -$233.32万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMC | AMC ENTMT HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -29,211 | -100.0% | -$212.48万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -37,241 | -100.0% | -$203.11万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -18,529 | -100.0% | -$198.98万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $0 | 0.00% | 0 | -66,969 | -100.0% | -$179.34万 | 清仓 |
| ACIW | ACI WORLDWIDE INC | $0 | 0.00% | 0 | -33,573 | -100.0% | -$160.51万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -32,292 | -100.0% | -$158.04万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -168,884 | -100.0% | -$152.50万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -37,368 | -100.0% | -$151.71万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -112,899 | -100.0% | -$151.28万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -8,693 | -100.0% | -$150.31万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -11,604 | -100.0% | -$126.84万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -9,406 | -100.0% | -$125.01万 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -87,300 | -100.0% | -$123.62万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -21,748 | -100.0% | -$120.24万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -68,882 | -100.0% | -$102.91万 | 清仓 |
| — | GUESS INC | $0 | 0.00% | 0 | -58,723 | -100.0% | -$98.36万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -32,772 | -100.0% | -$98.02万 | 清仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IMCR | IMMUNOCORE HLDGS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $0 | 0.00% | 0 | -27,294 | -100.0% | -$91.08万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -28,331 | -100.0% | -$90.94万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRTS | VIRTUS INVT PARTNERS INC | $0 | 0.00% | 0 | -5,144 | -100.0% | -$83.92万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -31,868 | -100.0% | -$81.71万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -110 | -100.0% | -$80.22万 | 清仓 |
| ALG | ALAMO GROUP INC | $0 | 0.00% | 0 | -4,630 | -100.0% | -$77.72万 | 清仓 |
| SBGI | SINCLAIR INC | $0 | 0.00% | 0 | -48,489 | -100.0% | -$74.19万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -18,207 | -100.0% | -$73.16万 | 清仓 |
| — | FORGE GLOBAL HOLDINGS INC | $0 | 0.00% | 0 | -16,254 | -100.0% | -$72.43万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -11,773 | -100.0% | -$71.10万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -66,133 | -100.0% | -$70.96万 | 清仓 |
| MGEE | MGE ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -7,260 | -100.0% | -$70.24万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -8,123 | -100.0% | -$70.09万 | 清仓 |
| OFIX | ORTHOFIX MED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KBR | KBR INC | $0 | 0.00% | 0 | -15,715 | -100.0% | -$63.17万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -9,390 | -100.0% | -$60.08万 | 清仓 |
| CAE | CAE INC | $0 | 0.00% | 0 | -19,600 | -100.0% | -$59.62万 | 清仓 |
| — | SOHO HOUSE & CO INC | $0 | 0.00% | 0 | -66,519 | -100.0% | -$59.60万 | 清仓 |
| OPLN | OPENLANE INC | $0 | 0.00% | 0 | -20,008 | -100.0% | -$59.58万 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -19,857 | -100.0% | -$55.20万 | 清仓 |
| BH | BIGLARI HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -7,469 | -100.0% | -$52.48万 | 清仓 |
| IBTA | IBOTTA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALT | ALTIMMUNE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -40,411 | -100.0% | -$46.80万 | 清仓 |
| TNC | TENNANT CO | $0 | 0.00% | 0 | -6,264 | -100.0% | -$46.17万 | 清仓 |
| CNS | COHEN & STEERS INC | $0 | 0.00% | 0 | -7,317 | -100.0% | -$45.94万 | 清仓 |
| BEP | BROOKFIELD RENEWABLE PARTNER | $0 | 0.00% | 0 | -16,900 | -100.0% | -$45.58万 | 清仓 |